Nuveen AMT-Free Municipal Value Fund
NUW- Exchange
- NYSE
- SEC CIK
- 0001450445
No open-market purchases or sales by Nuveen AMT-Free Municipal Value Fund insiders were filed in the last 90 days; 70 institutions reported holding it in 13F filings for Q2 2026, worth $93.9M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Nuveen AMT-Free Municipal Value Fund as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 57
- −3 vs. Q4 2024
- Shares held
- 6.36M
- −529.0K (−7.7%) vs. Q4 2024
- Total value
- $87.4M
- −$6.14M (−6.6%) vs. Q4 2024
- New holders
- 7
- 18 more added
- Sold out
- 10
- 15 more reduced
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NUW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 70 | $93.9M |
| Q1 2026 | 66 | $91.9M |
| Q4 2025 | 64 | $92.0M |
| Q3 2025 | 61 | $91.1M |
| Q2 2025 | 59 | $85.5M |
| Q1 2025 | 57 | $87.4M |
| Q4 2024 | 60 | $93.6M |
| Q3 2024 | 51 | $96.3M |
| Q2 2024 | 50 | $96.0M |
| Q1 2024 | 47 | $90.2M |
| Q4 2023 | 52 | $95.3M |
| Q3 2023 | 42 | $85.5M |
| Q2 2023 | 43 | $84.6M |
| Q1 2023 | 41 | $79.9M |
| Q4 2022 | 47 | $77.8M |
| Q3 2022 | 47 | $62.2M |
| Q2 2022 | 43 | $62.8M |
| Q1 2022 | 46 | $54.1M |
| Q4 2021 | 48 | $51.4M |
| Q3 2021 | 50 | $49.5M |
| Q2 2021 | 50 | $49.6M |
| Q1 2021 | 52 | $45.5M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Municipal Value Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 115 | $1.58K | 0.00% | +115 | New |
| Fourth Dimension Wealth, LLC | 159 | $2.19K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 218 | $2.92K | 0.00% | +218 | New |
| WPG Advisers, LLC | 223 | $3.06K | 0.00% | −129−36.6% | Reduced |
| Transce3nd, LLC | 234 | $3.21K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 967 | $13.4K | 0.00% | +967 | New |
| Geneos Wealth Management Inc. | 1,698 | $23.3K | 0.00% | +1,354+393.6% | Added |
| Steward Partners Investment Advisory, LLC | 3,456 | $47.5K | 0.00% | +93+2.8% | Added |
| Northwestern Mutual Wealth Management Co | 4,331 | $59.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,518 | $75.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 6,428 | $88.3K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,564 | $90.2K | 0.00% | +45+0.7% | Added |
| Cullen/Frost Bankers, Inc. | 7,193 | $98.8K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 9,270 | $127.8K | 0.12% | 00.0% | Unchanged |
| Williams & Novak, LLC | 10,500 | $145.0K | 0.14% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 10,827 | $148.8K | 0.06% | +10,827 | New |
| Susquehanna International Group, LLP | 10,890 | $149.6K | 0.00% | +10,890 | New |
| Ancora Advisors, LLC | 10,993 | $151.0K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 11,408 | $156.7K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,217 | $167.9K | 0.00% | +3,367+38.0% | Added |
| Hilltop Holdings Inc. | 12,642 | $173.7K | 0.01% | +1,150+10.0% | Added |
| Stephens Inc | 14,380 | $197.6K | 0.00% | 00.0% | Unchanged |
| Breakwater Capital Group | 18,129 | $249.1K | 0.04% | +2,954+19.5% | Added |
| Creekside Partners | 20,000 | $274.8K | 0.14% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 21,800 | $299.5K | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 22,161 | $304.5K | 0.00% | −3,276−12.9% | Reduced |
| Commonwealth Equity Services, LLC | 26,120 | $359.0K | 0.00% | −7,621−22.6% | Reduced |
| Hickory Point Bank & Trust | 27,300 | $375.1K | 0.33% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 27,710 | $380.7K | 0.10% | −3,358−10.8% | Reduced |
| Uniting Wealth Partners, LLC | 29,799 | $409.4K | 0.21% | +29,799 | New |
| SFI Advisors, LLC | 32,241 | $443.0K | 0.33% | +32,241 | New |
| Melfa Wealth Management, LLC | 32,898 | $452.0K | 0.31% | −2,094−6.0% | Reduced |
| Royal Bank of Canada | 36,757 | $505.0K | 0.00% | +4,073+12.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,649 | $517.0K | 0.00% | +1,535+4.3% | Added |
| Dynamic Advisor Solutions LLC | 40,772 | $560.2K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 40,811 | $560.7K | 0.05% | −63−0.2% | Reduced |
| Access Financial Services, Inc. | 42,760 | $587.5K | 0.24% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 44,566 | $612.3K | 0.00% | +83+0.2% | Added |
| Bank of New York Mellon Corp | 52,461 | $720.8K | 0.00% | −1,155−2.2% | Reduced |
| Sanctuary Advisors, LLC | 63,768 | $876.2K | 0.01% | −364−0.6% | Reduced |
| Jones Financial Companies LLLP | 64,486 | $886.7K | 0.00% | +15,603+31.9% | Added |
| Wells Fargo & Company | 75,423 | $1.04M | 0.00% | −1,471−1.9% | Reduced |
| Ahl Investment Management, Inc. | 85,204 | $1.17M | 0.81% | −19,300−18.5% | Reduced |
| Van Eck Associates Corp | 108,108 | $1.49M | 0.00% | −28,099−20.6% | Reduced |
| Pathstone Holdings, LLC | 110,844 | $1.56M | 0.01% | +57,072+106.1% | Added |
| LPL Financial LLC | 175,565 | $2.41M | 0.00% | +19,469+12.5% | Added |
| Bank of America Corp | 195,568 | $2.69M | 0.00% | +472+0.2% | Added |
| Captrust Financial Advisors | 201,488 | $2.77M | 0.01% | +18,586+10.2% | Added |
| UBS Group AG | 228,283 | $3.14M | 0.00% | −81,057−26.2% | Reduced |
| Raymond James Financial Inc | 288,148 | $3.96M | 0.00% | −2,077−0.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 289,435 | $3.98M | 0.18% | +35,391+13.9% | Added |
| Guggenheim Capital LLC | 328,668 | $4.52M | 0.04% | +51,366+18.5% | Added |
| Rivernorth Capital Management, LLC | 452,238 | $6.21M | 0.33% | −56,639−11.1% | Reduced |
| Morgan Stanley | 760,230 | $10.4M | 0.00% | +18,651+2.5% | Added |
| Tortoise Investment Management, LLC | 936,607 | $12.9M | 1.34% | −47,681−4.8% | Reduced |
| 1607 Capital Partners, LLC | 1,303,138 | $17.9M | 1.44% | +48,745+3.9% | Added |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −447,885−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −65,449−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −33,256−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −31,107−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −28,871−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −14,867−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −13,592−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,626−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −552−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −512−100.0% | Sold out |